KDK Private Wealth Management, LLC FHLC Holdings History
KDK Private Wealth Management, LLC's Fidelity MSCI Health Care Index ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 27,218.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $1.86 Mil. This investment constitutes 2.12% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.07% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $68.65 for 1,245.00 shares. Based on historical transaction data and FHLC's current price of $62.65, KDK Private Wealth Management, LLC's estimated gain on his FHLC holdings is $-185,793.77, reflecting a -9.40% gain to date.
KDK Private Wealth Management, LLC FHLC ($62.65) Holding Chart
KDK Private Wealth Management, LLC FHLC ($62.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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